Anic Equity¶
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Total return since start: 0.603 %¶
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Equity now: -----------------------------> 48966.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42282.94 Kr¶
PnL: ---------------------------------------> -150.34 Kr¶
DD now: ---------------------------------> -7.82 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 11:43:31.060572'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.130000 | 1668.780000 | 201.240000 | 13.710000 | 1467.540000 |
| JM | 6 | 2.370000 | 882.600000 | 20.400000 | 2.370000 | 862.200000 |
| Hoist Finance | 35 | 1.790000 | 995.750000 | 17.500000 | 1.790000 | 978.250000 |
| Atrium Ljungberg B | 5 | 1.450000 | 946.500000 | 13.500000 | 1.450000 | 933.000000 |
| Sagax B | 4 | 1.550000 | 865.200000 | 13.200000 | 1.550000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 1.130000 | 969.600000 | 10.800000 | 1.130000 | 958.800000 |
| Orrön Energy | 180 | 0.400000 | 2048.400000 | 10.800000 | 0.530000 | 2037.600000 |
| Catena | 2 | 1.270000 | 799.600000 | 10.000000 | 1.270000 | 789.600000 |
| HEXPOL B | 9 | -0.090000 | 1027.800000 | 9.900000 | 0.970000 | 1017.900000 |
| BioGaia B | 8 | 0.780000 | 935.200000 | 7.200000 | 0.780000 | 928.000000 |
| AcadeMedia | 8 | 0.790000 | 406.000000 | 4.800000 | 1.200000 | 401.200000 |
| EQT | 4 | 0.480000 | 833.600000 | 4.000000 | 0.480000 | 829.600000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Biotage | 7 | 0.370000 | 942.900000 | 3.500000 | 0.370000 | 939.400000 |
| ASSA ABLOY B | 3 | 0.270000 | 779.100000 | 2.100000 | 0.270000 | 777.000000 |
| Clas Ohlson B | 12 | 0.120000 | 972.000000 | 1.200000 | 0.120000 | 970.800000 |
| Gränges | 9 | 0.100000 | 927.000000 | 0.900000 | 0.100000 | 926.100000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| Byggmax Group | 33 | -0.140000 | 953.040000 | -1.320000 | -0.140000 | 954.360000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| OX2 | 13 | -0.620000 | 941.850000 | -5.850000 | -0.620000 | 947.700000 |
| SKF B | 5 | -0.640000 | 932.000000 | -6.000000 | -0.640000 | 938.000000 |
| Hexatronic Group | 12 | -1.020000 | 954.720000 | -9.840000 | -1.020000 | 964.560000 |
| Alimak Group | 11 | -1.540000 | 911.900000 | -14.300000 | -1.540000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| Latour B | 4 | -3.130000 | 828.400000 | -26.800000 | -3.130000 | 855.200000 |
| Addnode Group B | 11 | -3.590000 | 885.500000 | -33.000000 | -3.590000 | 918.500000 |
| VEF | 909 | -2.260000 | 1810.730000 | -34.540000 | -1.870000 | 1845.270000 |
| Indutrade | 5 | -3.620000 | 1170.500000 | -44.000000 | -3.620000 | 1214.500000 |
| Hexagon B | 26 | -1.320000 | 3406.000000 | -45.500000 | -1.320000 | 3451.500000 |
| Bufab | 3 | -4.610000 | 1055.400000 | -51.000000 | -4.610000 | 1106.400000 |
| BHG Group | 97 | -3.600000 | 1403.590000 | -51.410000 | -3.530000 | 1455.000000 |
| INVISIO | 16 | -1.740000 | 3616.000000 | -64.000000 | -1.740000 | 3680.000000 |
| Vitec Software Group B | 2 | -6.920000 | 1009.000000 | -75.000000 | -6.920000 | 1084.000000 |
| TOTAL | 42282.260000 | -151.020000 | -7.81921% | 42433.280000 |
Updated:¶
'2023-07-03 11:41:51.477262'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
